The AAII Research Triangle Chapter presents...

What Color is Your Parachute? Finding Retirement Success and Happiness

Discussed by:

Haleh Moddasser CPA

What are the investment and non-investment keys to finding happiness in retirement? Haleh (pronounced “Holly”) Moddasser will discuss the seven keys to successful aging crafted from her collaborative work with John Nelson, co-author of the retirement edition of the book “What Color is Your Parachute?” With future lifespans increasing and financial planning increasingly complex, can a high level of happiness be maintained in later retirement as in early retirement? Moddasser will discuss threats (investment and non-investment) to happiness later in life and what “pre-active” steps can be taken to head off major problems before they occur. She will also discuss the components of successful aging and what baby boomers are demanding in terms of home health care and senior housing options.

Subgroups Investment Income subgroup meets the first Saturday of the month at 9:30 a.m. Portfolio Management subgroup meets the third Saturday of the month at 9:30 a.m. Options subgroup meets the fourth Saturday of the month at 9:30 a.m. No fee to attend. All three meet at Panera Bread, 7840 Alexander Promenade Place across from Briar Creek Mall. Directions at www.aaiirtp.org.

The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.